CITRIN COOPERMAN WEALTH MANAGEMENT, LP
CRD #146374 SEC #801-69013 NEW YORK, NY 212-697-1000
SEC Registered
Total AUM
$1.5B
Discretionary
$795.6M
Employees
3
Clients
11
Accounts
709
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $1.5B | $795.6M | $747.5M | 3 | 1 |
| Jun 2020 | $1.4B | $510.1M | $916.4M | 3 | 0 |
| Mar 2020 | $1.4B | $510.1M | $916.4M | 3 | 0 |
| Mar 2019 | $1.2B | $450.8M | $785M | 3 | 1 |
| Mar 2018 | $1.3B | $357.5M | $952.9M | 3 | 1 |
| Mar 2017 | $1.3B | $67.7M | $1.2B | 3 | 26 |
| Aug 2016 | $1B | $71.1M | $964.2M | 2 | 26 |
| May 2016 | $1.6B | $315.6M | $1.2B | 9 | 300 |
| Mar 2016 | $1.6B | $315.6M | $1.2B | 9 | 300 |
| Nov 2015 | $1.5B | $328.7M | $1.2B | 10 | 300 |
| Nov 2015 | $1.5B | $328.7M | $1.2B | 10 | 300 |
| Oct 2015 | $1.5B | $328.7M | $1.2B | 10 | 300 |
| Mar 2015 | $1.4B | $283.7M | $1.2B | 10 | 300 |
| Mar 2014 | $1B | $194.5M | $851.4M | 9 | 200 |
| Apr 2013 | $924M | $130M | $794M | 9 | 125 |
| Aug 2012 | $766.2M | $608.4M | $157.8M | 6 | 26 |
| Mar 2012 | $766.2M | $608.4M | $157.8M | 6 | 26 |
| Mar 2011 | $651.1M | $93.8M | $557.3M | 10 | -- |
| Jun 2010 | $82.9M | $81.6M | $1.3M | 5 | -- |
| Oct 2009 | $71.3M | $58.6M | $12.7M | 5 | -- |
| May 2009 | $71.3M | $58.6M | $12.7M | 5 | -- |
| Feb 2009 | $63M | $60.1M | $2.9M | 5 | -- |
| Mar 2008 | $0 | $0 | $0 | 5 | -- |
DateMar 2021
Total AUM$1.5B
Discretionary$795.6M
Non-Disc.$747.5M
Employees3
Clients1
DateJun 2020
Total AUM$1.4B
Discretionary$510.1M
Non-Disc.$916.4M
Employees3
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$510.1M
Non-Disc.$916.4M
Employees3
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$450.8M
Non-Disc.$785M
Employees3
Clients1
DateMar 2018
Total AUM$1.3B
Discretionary$357.5M
Non-Disc.$952.9M
Employees3
Clients1
DateMar 2017
Total AUM$1.3B
Discretionary$67.7M
Non-Disc.$1.2B
Employees3
Clients26
DateAug 2016
Total AUM$1B
Discretionary$71.1M
Non-Disc.$964.2M
Employees2
Clients26
DateMay 2016
Total AUM$1.6B
Discretionary$315.6M
Non-Disc.$1.2B
Employees9
Clients300
DateMar 2016
Total AUM$1.6B
Discretionary$315.6M
Non-Disc.$1.2B
Employees9
Clients300
DateNov 2015
Total AUM$1.5B
Discretionary$328.7M
Non-Disc.$1.2B
Employees10
Clients300
DateNov 2015
Total AUM$1.5B
Discretionary$328.7M
Non-Disc.$1.2B
Employees10
Clients300
DateOct 2015
Total AUM$1.5B
Discretionary$328.7M
Non-Disc.$1.2B
Employees10
Clients300
DateMar 2015
Total AUM$1.4B
Discretionary$283.7M
Non-Disc.$1.2B
Employees10
Clients300
DateMar 2014
Total AUM$1B
Discretionary$194.5M
Non-Disc.$851.4M
Employees9
Clients200
DateApr 2013
Total AUM$924M
Discretionary$130M
Non-Disc.$794M
Employees9
Clients125
DateAug 2012
Total AUM$766.2M
Discretionary$608.4M
Non-Disc.$157.8M
Employees6
Clients26
DateMar 2012
Total AUM$766.2M
Discretionary$608.4M
Non-Disc.$157.8M
Employees6
Clients26
DateMar 2011
Total AUM$651.1M
Discretionary$93.8M
Non-Disc.$557.3M
Employees10
Clients--
DateJun 2010
Total AUM$82.9M
Discretionary$81.6M
Non-Disc.$1.3M
Employees5
Clients--
DateOct 2009
Total AUM$71.3M
Discretionary$58.6M
Non-Disc.$12.7M
Employees5
Clients--
DateMay 2009
Total AUM$71.3M
Discretionary$58.6M
Non-Disc.$12.7M
Employees5
Clients--
DateFeb 2009
Total AUM$63M
Discretionary$60.1M
Non-Disc.$2.9M
Employees5
Clients--
DateMar 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--